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Enhance Your Core Competence

CFP

CM

Certified Financial Planner

rinity global education Enhancing Core Competence

c Trinity Global Education Pvt.Ltd


rinity global education Enhancing Core Competence

About Us

About Trinity Global Education. Trinity Global Education Private Limited is a Strategic Business Unit of Trinity Academy for Corporate Training, housed in a 30,000 sp ft building in the heart of Mumbai. This institute was established with a view to cater to the learning and development needs of the financial sector. We are deeply committed towards creating competent professional Financial Planners for the financial sector.

About FPSBI Established in the USA in 1969, the CFP Certification Programme is viewed as a global benchmark of excellence in the field of financial advisory. Currently offered in 23 countries, it was brought to India by establishing the Association of financial Planners in 2002.Since then over 2000 people have cleared the certification exams, over 1100 have been awarded the CFPCM Certification and over 17000 professionals are currently pursuing it. The Association of Financial Planners was later rechristened FPSBI in 2005.

Our Association Trinity Global Education is accredited to the Financial Planning Standards Board India for CFPcm (Certified Financial Planner) certification education.

Need for Financial Planners in India India has 1,000+ CFP Certificants for a population of 1200 million Versus 58,830 CFP Certificants in US (250 million Population) 17,230 CFP Certificants in Canada (60 million population) 15,802 in Japan (120 million population)

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rinity global education Enhancing Core Competence

Against other Financial Services Intermediaries in India 20 Lakh+ Life Insurance Agents 50,000+ Mutual Fund Advisors 25,000 + Bank Branches , 5,000 + Insurance Services Branches and 10000+ Brokerages Service Branches

Financial Planner’s Career Path Levels

Entry

Job Profile

Qualification/

Expected Earnings

Experience

(p.a.)

Trainees and

Pursuing CFPCM

Rs. 3 to 6 Lakh

executives with

Certification +

Wealth Management

Graduate Fresher

Firms, Banks and Product Distributors Middle

Senior

Relationship

Passed CFPCM

Managers, Wealth

Certification Exam +

Managers, Financial

Work Exp. of 1-2

Planners/Advisors,

Years

Functional Heads like

CFPCM Certificant

Retirement

with more than 3 year

Specialists, Tax

work experience and

Specialists , Business

other professional

& Regional Heads

qualifications

Rs. 6 to 12 Lakh

Above 12 Lakh

c Trinity Global Education Pvt.Ltd


rinity global education Enhancing Core Competence

cm

CFP Certification Program Financial Planners are increasingly called on to have the Certified Financial Planner certification offered by Financial Planning Standards Board of India (FPSBI). The program is technical in nature and deals with all aspects of Personal Financial advisory from Taxation to Risk analysis and more. Course Contents in CFP CM Certification Program There are 6 modules in the entire course: 1.Introduction to Financial Planning 2.Risk analysis and Insurance Planning 3.Retirement Planning and Employee Benefits 4.Investment Planning 5.Tax Planning and Estate Planning 6.Advance Financial Planning

Eligibility: • The candidate must be a 10+2 but the certificate is awarded on completion of graduation from a recognized college/ University. • Work experience is not mandatory at the time of registration but 3 years of relevant work experience in the financial sector is required to get the final certification. • To become a CFP cm one has to clear all the examinations. • The minimum time which one can finish this course is between 2 and 5 months. • To obtain CFP cm certification one should satisfy 4 E’s of education, examination, experience and ethics. • FPSB India allows the candidate a total of 7 years to complete the program.

Exam Structure • There is no exam for module 1 the subject content is embedded in other exams. • All exams are conducted online by NSE and these exams are conducted on daily basic. • Exams are based on Multiple Choice Questions format. • FPSB India awards a certification of Associate Financial Planner (AFP) on passing every examination. • On clearing the final examination you will be awarded the CFPcm title which encompasses all the other AFP titles. • There is a 2 month lock in period after registration during which candidate cannot take up exams. Once the lock in is over he can take the exams on any day of his choice in any order.

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rinity global education

Why Trinity Global Education?

Enhancing Core Competence

• Crisp easy to understand course model duly vetted by FPSB India. • Workbook with question bank consisting of examination based questions and solutions for each module • Dedicated faculty team and excellent online facility for problem solving. • Online mock exams for candidates to practice CFP cm certification exam before they appear for the actual test at NSE center.

• Unique Internship Program with varied options that will

Give an opportunity to hone their Knowledge, Skills & Attitude in their

chosen professional area by gaining work experience in their field of interest

while simultaneously working towards a professional certification.

Serve as a necessary supplement to an actual education as they allow one the

ability to apply what they have learned to real life and to work side-by-side

with seasoned professionals

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rinity global education Enhancing Core Competence

Internship Program Structured Internship Program (SIP) Entry Assessment and career profiling Project in Insurance sector

Focused Internship Program Guaranteed Job Placement 3 months extensive on job training with reputed Wealth Manager

Project with a Financial Planner or Payroll management Company or HR Department or Pension Fund Company Project with a Mutual Fund Company/Multi-product distributor Project with a Tax Practioner/CA/Financial Planner

Project in Insurance sector Project with a Financial Planner or Payroll management Company or HR Department or Pension Fund Company Project with a Mutual Fund Company/Multiproduct distributor Project with a Tax Practioner/CA/Financial

Lectures on interview preparations by Industry Experts

Planner Lectures on interview preparations by Industry Experts

rinity global education Enhancing Core Competence

c Trinity Global Education Pvt.Ltd


rinity global education Enhancing Core Competence

Enrollment and Registration process for CFPcm The student must register with trinity global education (FPSB India authorised education provider). To get the study material, training support & register with FPSB India as a student member. Training Fees payable to Trinity Global Education Training fees for CFPcm: INR. 25,000/- all 6 modules or 6,000/- per module (* No cost for first module) Structured Internship Program: INR. 10,000/- over and above the training fees Focused Internship Program: INR. 52,000/- over and above the training fees The above fees can be paid in Cash / Demand Draft / Cheque in favor of “Trinity Global Education” Registration and Examination Fees Payable to FPSB India and NSE Registration Fees: INR. 10,000/- payable to “FPSB India” by online payment or Demand Draft Exam Fees: INR 2,000/- per module (first 4 modules) payable to “NSE” through online payment. INR 5,000/- per module (5th module) payable to “NSE” through online payment.

Trinity Global Education Pvt.Ltd


rinity global education Enhancing Core Competence

Contact Us For More Information Call :- Neville: +91 992 071 6572 Aditya: +91 997 017 9721 Email :- neville.s@thetrinityacademy.com Address Trinity Global Education Pvt.Ltd., Trinity House, Plot No.5/B, Opp. Buntar Bhavan and Next to Apex / Honda Showroom, Qureshi Nagar, Kurla (East), Mumbai 400 070. Tel : +91 22 61238700

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Certified Financial Planner